IWB vs PRF

AIWB

BPRF

Measures won1–5PRF wins · of 6 · 5Y

$10,000 · 5Y$18,909PRF · IWB $17,459

Lowest cost0.15%IWB · $15 on $10k

Most income1.30%PRF · $130 on $10k

Smallest drop−6.6%PRF · worst fall in 1Y

Held in common65.4%IWB and PRF

IWB

PRF

iShares Russell 1000 ETF · $48.5BInvesco RAFI US 1000 ETF · $10.1B

+23.9%3 years · per year$19,023 · $19,531+25.0%

+11.8%5 years · per year$17,459 · $18,909+13.6%

0.15%Expense ratio$15 · $34 on $10k · lower wins0.34%

0.91%12-mo yield$91 · $130 on $10k1.30%

−8.9%Worst dropSmaller wins−6.6%

12.9%VolatilityLower wins10.5%

1–5PRF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWB · PRF

6.9%AAPL4.6%

5.5%MSFT3.2%

2.3%GOOGL2.7%

3.5%AMZN2.3%

Held in common65.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BPRF	Invesco RAFI US 1000 ETFRead Desk		0.34%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BPRF	Invesco RAFI US 1000 ETFRead Desk		0.34%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWB vs PRF

IWB

iShares Russell 1000

$17,459

PRF

Invesco RAFI US 1000

$18,909

MeasureIWBPRF

Fee0.15%0.34%

Cost on $10k a year$15$34

Yield0.91%1.30%

5 years, per year+11.8%+13.6%

3 years, per year+23.9%+25.0%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y12.9%10.5%

5–1measures won
PRF first

65.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IWB, PRF

Today

65.4%most shared, IWB and PRF

IWBPRF

IWB—65.4%

PRF65.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$96most kept, PRF

PRF$130 − $34 = $96

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee